Quotient Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quotient Wealth Partners’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$596K	Sell	4,026 -439	-10%	-$66K	0.02%	172
2025 Q4	$641K	Sell	4,465 -34	-0.8%	-$4.84K	0.02%	160
2025 Q3	$634K	Sell	4,499 -216	-5%	-$29.7K	0.02%	161
2025 Q2	$629K	Buy	4,715 +653	+16%	+$82.7K	0.02%	158
2025 Q1	$524K	Hold	4,062	–	–	0.02%	172
2024 Q4	$518K	Buy	4,062 +500	+14%	+$65.2K	0.02%	166
2024 Q3	$457K	Hold	3,562	–	–	0.02%	183
2024 Q2	$422K	Sell	3,562 -1,213	-25%	-$144K	0.01%	193
2024 Q1	$578K	Sell	4,775 -1,089	-19%	-$125K	0.02%	158
2023 Q4	$655K	Buy	+5,864	New	+$616K	0.03%	152

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Quotient Wealth Partners's VYM Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 9.8% in Q1 2026, selling an estimated $66K and leaving 4,026 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #172.

Quotient Wealth Partners first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $655K in Q4 2023. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Quotient Wealth Partners held 4,026 shares of Vanguard High Dividend Yield ETF worth $596K as of Q1 2026.
Quotient Wealth Partners sold 439 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $66K.
Vanguard High Dividend Yield ETF made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #172 holding.
Quotient Wealth Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Vanguard High Dividend Yield ETF position peaked at $655K in Q4 2023.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.